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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,729 | $39,798-50.4% | $67,704-70.9% | $59,633-66.9% |
| Participation rate | 22.2% | 57.4%-35.1pp | 67.5%-45.3pp | 68.7%-46.4pp |
| Annual return | -3.25% | 89.94%-93.2pp | 25.41%-28.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $458 | $1,393-67.1% | $2,559-82.1% | $2,203-79.2% |
| Participant deferral / active EE | $693 | $2,335-70.3% | $3,585-80.7% | $3,192-78.3% |
| Admin fee / account holder | $7,189 | $3,212+123.8% | $4,255+69.0% | $4,297+67.3% |